How to Get Value From A Related Information Section to Set Default Value to Its Parent Record or Another Related Record

(Doc ID 2245053.1)

Last updated on SEPTEMBER 05, 2017

Applies to:

Oracle CRM On Demand - Version 031CS to 031CS [Release 31]
Information in this document applies to any platform.

Goal

Is there a way to default information from a related information section to its Parent Record or another related information record?

For example, in the Opportunity records, we would like to default the Sold To Customer ID (from our Custom Object 9) when we are creating a task for the same record.

Solution

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